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Breakdown of Financial Accounts
Breakdown of Financial Accounts

This article details how to see the breakdown of the financial reports. This allows you to see what agreements make up each balance.

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Written by Support
Updated over a week ago

When running any of the financial reports, click the "+" to see what underlying agreements make up the total number:

Also, when you export the applicable financial report to Excel, when you click on the account, it is formula linked to the underlying agreement in the agreement tab:

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